Lane & Associates LLC — Q3 2023 13F 持股

Name: Lane & Associates LLC — 13F Holdings, Q3 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002018909

申报总市值

US$1.9亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	13.68%	—	+8.16%
2	VOOV	Vanguard S&p 500 Value ETF	ETF-大型股与成长	5.92%	—	-10.36%
3	QEFA	Stsr Spd Msc Eaf Stgfs-us In	ETF-其他	5.05%	—	-3.11%
4	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	4.98%	—	+9.30%
5	VB	Vanguard Small-cap ETF	ETF-其他	3.78%	—	-10.69%
6	VO	Vanguard Mid-cap ETF	ETF-其他	3.43%	—	-10.03%
7	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-大型股与成长	2.99%	—	-4.46%
8	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	2.80%	—	+2.06%
9	DFIV	Dimensional International Va	ETF-其他	2.77%	—	+64.29%
10	AAPL	Apple INC	股票-科技	2.45%	—	+3.94%
11	MSFT	Microsoft CORP	股票-科技	2.09%	—	+4.78%
12	VYM	Vanguard High Dvd Yield ETF	ETF-其他	1.99%	—	+18.54%
13	HDV	Ishares Core High Dividend E	ETF-其他	1.82%	—	-7.39%
14	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	1.78%	—	-4.04%
15	EFA	Ishares Msci Eafe ETF	ETF-其他	1.75%	—	+1.60%
16	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	1.55%	—	+3.03%
17	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	1.55%	—	+0.80%
18	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.38%	—	+14.59%
19	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.22%	—	+11.30%
20	VTEB	Vanguard Tax-exempt Bond ETF	ETF-其他	1.20%	—	-5.87%
21	RSP	Invesco S&p 500 Equal Weight	ETF-大型股与成长	1.18%	—	—
22	MBB	Ishares Mbs ETF	ETF-其他	1.16%	—	-12.67%
23	LLY	Eli Lilly & Co	股票-医疗保健	1.13%	—	+0.66%
24	SLYG	Ss Spdr S&p 600 Sc Gr ETF	ETF-其他	1.07%	—	-7.72%
25	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	1.06%	—	+7.31%
26	VTV	Vanguard Value ETF	ETF-其他	0.93%	—	+2.87%
27	VOT	Vanguard Mid-cap Growth ETF	ETF-其他	0.93%	—	-18.35%
28	VUG	Vanguard Growth ETF	ETF-其他	0.87%	—	+7.60%
29	JPIB	Jpmorgan Intl Bnd ETF	ETF-其他	0.85%	—	-15.49%
30	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公债	0.83%	—	+285.19%
31	IJH	Ishares Core S&p Midcap ETF	ETF-其他	0.81%	—	-1.57%
32	PKW	Invesco Buyback Achievers Et	ETF-其他	0.78%	—	-13.59%
33	DIA	Ss Spdr Dow Jones Indus Avg	ETF-大型股与成长	0.75%	—	-1.88%
34	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	0.74%	—	-16.66%
35	SPEM	State Street Sp Ptf Em ETF	ETF-其他	0.72%	—	-9.14%
36	ONEQ	Fidelity Nasdaq Comp Indx	ETF-科技型	0.68%	—	-2.30%
37	TFLO	Ishares Treasury Floating Ra	ETF-政府公债	0.65%	—	—
38	IXUS	Ishares Core Intl Stock ETF	ETF-其他	0.63%	—	+13.76%
39	XT	Ishar Fture Exp Tech Etf-usd	ETF-科技型	0.63%	—	-3.89%
40	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	0.63%	—	—
41	BBHY	Jpmorgan Betabuilders Usd Hi	ETF-其他	0.56%	—	-10.62%
42	SPLV	Invesco S&p 500 Low Volatili	ETF-大型股与成长	0.55%	—	-39.54%
43	IYW	Ishares Ustechnology ETF	ETF-科技型	0.53%	—	-34.51%
44	XOM	Exxon Mobil CORP	股票-能源	0.53%	—	+2.07%
45	DFAC	Dimensional US Core Equity 2	ETF-其他	0.50%	—	+8.94%
46	QQQM	Invesco Nasdaq 100 ETF	ETF-科技型	0.49%	—	+4.27%
47	PEP	Pepsico INC	股票-非周期性消费	0.47%	—	+0.40%
48	JAAA	Janus Henderson Aaa Clo ETF	ETF-其他	0.47%	—	-5.69%
49	VBR	Vanguard Small-cap Value ETF	ETF-其他	0.43%	—	-11.40%
50	GCOW	Pacer Global Cash Cows Divid	ETF-其他	0.42%	—	+17.61%

1–50 of 105